2015 AR FINAL_web

I have gained personally and

professionally from my membership

in SDG for nearly 18 years. And it

keeps getting better and better.

2015 member survey feedback

“

www.sdgrantmakers.org

@sdgrantmakers

Increasing the impact of philanthropy through learning, collaboration, and advocacy.

2015 AnnuAl RepoRt

Table of Contents

A Year of Transition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Capacity Building Campaign

Satterberg Foundation Community Partnership Grant

Collaborations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

By the Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Membership

Learning & Programs

Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Real Cost Project

Get On the Map

Leadership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Leadership Council

Board

Advisory Board

Committees

Staff

2

A Year of TransitionSignificant investment activates significant change

By the end of 2015, SDG raised $308,500 of a $410,000, three-

year campaign to build our organizational capacity in order to

improve and expand services in support of philanthropy. SDG

also became the steward of a three year, $3 million Community

Partnership Grant from the Satterberg Foundation for community

projects that promote a just society and sustainable environment.

Of that, $450,000 over three years was earmarked to support

SDG’s capacity, including the hiring of a full-time SDG staff position

dedicated to facilitating member and cross-sector collaboration.

CAPACITY SUPPORT PROVIDERS:Connie Matsui (Beckman-Matsui Family Fund)the California endowmentthe California Wellness FoundationMoxie Foundaitonleichtag FoundationMcCarthy Family Foundationthe parker Foundationthe patricia and Christopher Weil Family FoundationRancho Santa Fe FoundationSan Diego Social Venture partnersSempra energy/SDG&eAlan and louarn Sorkinunited Way of San Diego County

Transition to a new database management+website platform created by the Forum of Regional Associations of Grantmakers

aIN DEVELOPMENT

Hire a full-time Senior Director of Learning and Programs

aDONE!

Strategically align efforts among the three California regional associations of Grantmakers, which has already begun with having one staff person provide finance and operations support statewide.

aACTION PLAN COMPLETED; IMPLEMENTATION UNDERWAY

Establish a framework for facilitating funder and cross-sector collaborations

aIN DEVELOPMENT

Conduct a market analysis of untapped membership potential

aDONE!

Hire a full-time Senior Director of Collaborative Philanthropy ($450,000)

aDONE!

Financial reports will be available

after completion of the 2015 audit.

Thank you for your investment in building San Diego’s

philanthropy infrastructure.

Satterberg FoundationCommunity Partnership Grant (3 Years)

Capacity Building Campaign

Support The San Diego Foundation’s Opening the Outdoors program in support of nonprofits that connect and protect nature, build trails, create outdoor spaces, and get more children outside ($750,000)

aDONE!

Launch the Social Equity Funders (SEF) Leadership Development Project to connect and create a countywide network focused on empowering leaders in under-represented communities ($750,000)

aDONE!

Establish the Social Equity Collaborative Fund, a pooled grantmaking fund to support nonprofit collaborative efforts that contribute to the improved economic, social, and physical well being of San Diego County residents ($1,050,000)

aDONE!

3

Helping Grantmakers Collaborate for Greater ImpactMany hands make for lighter work...and greater impact. That’s why we help funders work together and with others to address important community issues. Here are some highlights of that work in 2015:

Thousands of transitioning military personnel in San

Diego received critical support through zero8hundred,

an organization that emerged from a project of the

Military Family Support Working Group (MFSWG)

and is funded by several MFSWG members. More than

4,200 transitioning Navy and Coast Guard personnel

heard presentations about the services available to

them through zero8hundred; 422 “veterans or spouses

in process” (VIPs) enrolled in the zero8hundred peer

navigator program; and nearly 8,000 unique users

accessed zero8hundred’s online resource portal

(made available in partnership with 2-1-1 San Diego).

zero8hundred achieved unprecedented access to

military personnel and their families during the critical

months before they separate from the military to help

them plan, access services, and enter civilian life ready

to continue to contribute their considerable skills to our

community. In the fall of 2015, Marine Corps Base Camp

Pendleton invited zero8hundred to begin programs at

their site, and a full-time peer navigator was hired.

zero8hundred team members at the 2015 Veterans Day Parade.

Great work by an inspiring leader and

a highly professional and talented staff.

Relevant and informative programs,

timely communication, and fun events…

all around a worthwhile investment!

Lakshmi Paranthaman, Executive Director,

San Diego Social Venture Partners

The landscape of food-related issues, systems, and support

in San Diego was thoughtfully explored by San Diego

Food Funders during their monthly meetings in 2015, with

speakers from a variety of nonprofit, social enterprise, and

collaborative projects. The breadth of issues and desire

of the group to work toward coordinated action led them

to fund a part-time contract position through San Diego

Grantmakers in 2016 that would significantly increase their

capacity for having a presence at community meetings and

identifying funding and advocacy opportunities.

“4

The San Diego Workforce Funders Collaborative (SDWFC) sunsetted as a San Diego Grantmakers member collaboration at the

end of 2015 after a decade of work together. The passage of the federal Workforce Innovation and Opportunity Act (WIOA) in

2015 presented an opportunity for San Diego Workforce Partnership, the SDWFC fiduciary agent, to have greater flexibility and

impact in leading private/public partnerships in workforce development. Similarly, other members of the SDWFC also continue

to address workforce development needs like job training and soft skills through their work throughout the County.

A survey of more than 300 local foster youth ages 18-21

was published by the Transition Age Youth Funders

(TAY Funders) in 2015 as part of the cross-sector

Fostering Futures Initiative. Working together, this group

of philanthropists, nonprofits and government agencies

developed an action plan based on the results of that survey,

supporting their aim to improve outcomes for transitioning

foster youth by developing a regional approach to better

connect them to available resources. In 2015, San Diego

Grantmakers contributed to securing a consultant and

additional financial support for the plan’s implementation.

Equity became a driving force for much of SDG’s

programming in 2015, thanks in large part to the

engagement of the Social Equity Funders (SEF),

combined with national attention on this issue and

grant support from the Satterberg Foundation

Community Partnership Grant. This included:

• Three SEF meetings that brought in outside subject

matter experts to explore issues like wage theft,

boys and men of color, and immigration

• “Rabble Rouser” program with former NAACP

CEO Ben Jealous

• Summer social event at the Museum of Man’s

“Race” exhibit

• Annual Conference session about how to connect

equity to economic prosperity.

Funding from the Satterberg Foundation, The Parker

Foundation, The California Endowment and Ford

Foundation allowed SEF to launch a Leadership

Development Project to create a coordinated

countywide network among organizations focused

on empowering leaders from under-represented

communities. A portion of the Satterberg Foundation’s

three year, $3 million Community Partnership Grant

also seeded a pooled grantmaking fund focused on

collaborative social equity projects set to launch in 2016.

SDG membership is very good value

for the money.

2015 member survey feedback“

5

33In-perSon programS

3.6overall programS & annual ConferenCe raTIng

114ToTal memberS

The betterWorld Trust

Callaway golf

Cahalin family foundation

David C. Copley foundation

ellen marks

franklinCovey

The foundation for prader-Willi research

kasperick foundation

latina giving Circle

meketa Investment group

nordson Corporation foundation

San Diego housing Commission

Satterberg foundation

Southwest airlines

viaSat

Waitt foundation

The vision of Children foundation

156 annual ConferenCe aTTenDeeS

By the Numbers

91%member reTenTIon raTe

Membership

Learning &

Programs

17neW memberS

6

More than exceeded (my expectations),

the topic sounds very dry but it was

clarified and demystified very well by

the speakers. Thank you!“

The Real Cost ProjectIn April 2015, Northern California Grantmakers, San Diego

Grantmakers, and Southern California Grantmakers

announced the Real Cost Project, a statewide initiative

to increase the number of funders that provide real-

cost funding -- that is, whose grantmaking decisions are

informed by all of the costs necessary for nonprofits to

deliver on their missions and be sustainable over time.

Instead of focusing on nonprofit “overhead,” the Real

Cost Project encourages a focus on outcomes and the

role funders want their grant dollars to play in achieving

those outcomes.

The Real Cost Project is both a “will building” and “skill

building” initiative guided by the consulting agency

Social Sector Partners that consists of two phases:

PhASE 1

The objective of Phase 1 is to raise awareness about the

need for real cost funding, identify the barriers to this

practice, and determine solutions for overcoming those

barriers.

• The report Overhead Madness: A Look at Grantmaking

Policies and Practices in Funding Real Costs in California

(July 2015) summarizes Social Sector Partners’ review

of academic research and qualitative focus groups

with California grantmakers on the topic of funding

nonprofit overhead.

• A second report, Real Cost Project: Barriers to Change

(January 2016), summarizes feedback gathered during

four regional convenings in 2015 to provide funders

with information about the need for real cost funding

and gather their feedback about the barriers to this

practice and potential solutions for overcoming them.

PhASE 2

The second phase in 2016 will include opportunities and

resources to help funders implement real cost funding

practices.

Major InitiativesSDG embarked upon two major initiatives in 2015 in collaboration with other regional associations of grantmakers, both in California and throughout the country.

7

Get On the MapSDG began encouraging all grantmakers to “Get On the

Map,” part of a nationwide campaign with Foundation

Center to make current grants data from more and

different types of funders available through Foundation

Maps, the Center’s online, interactive mapping platform.

And thanks to grant support from The James Irvine

Foundation, the three California regional associations

of grantmakers jointly launched Foundation Maps

California, a custom version of this mapping technology

that displays information about more than 200,000

grants made by 260+ California grantmakers and is

free to our members!

WhAT YOU CAN DO WITh FOUNDATION MAPS CALIFORNIA:

• View grants data by grantmakers or by recipients

• View grants data on a map or as a list

• View grants data using specific search filters (location,

issue area, population served, grant amount, etc.)

• Find others who are funding in your areas of interest

• Assess funding portfolios and plan for the future

• Demonstrate the scope and reach of your philanthropy

But this tool will only reach its full potential when our

entire community of funders commits to voluntarily

sharing its grants data—become a Foundation Center

eReporter today!

8

Leadership CouncilWe are deeply grateful to our 2015 Leadership Council members for their extraordinary support:

Board

Connie Matsui, Chair

The San Diego Foundation

Dr. Paula Cordeiro, Treasurer

The James Irvine Foundation

Nancy Sasaki, Secretary

Alliance Healthcare Foundation

Peter Callstrom

San Diego Workforce Partnership

Steve Eldred

The California Endowment

Sharyn Goodson

Jewish Community Foundation of San Diego

Mary Herron

The Parker Foundation

Linda Spuck

Union Bank

Beatriz Palomino Young

Sempra Energy

Christy Wilson

Rancho Santa Fe Foundation

We extend special recognition to Alliance Healthcare

Foundation and The California Endowment for their

generous donation of office space.

2015 Board, Advisory Board & Committee Members

SATTERBERG FOUNDATION

S. BERNSTEIN FUND AT ThE JEWISh

COMMUNITY FOUNDATION OF SAN DIEGO

CONNIE MASTUI

(BeCkman-matsuI FamIly FunD)

9

COMMUNICATIONS & GOVERNMENT

RELATIONS COMMITTEE

Beatriz Palomino-Young, Chair

Sempra Energy

Steve Eldred


James Farley

Leichtag Foundation

Tim McCarthy

McCarthy Family Foundation

Theresa Nakata


Ileana Ovalle Engel

Cox Communications

Nancy Sasaki

Alliance Healthcare Foundation

FINANCE COMMITTEE

Dr. Paula Cordeiro, Chair

The James Irvine Foundation

Ray Ellis


Patricia Mayer

Moss Adams Foundation

Jeremy Pearl


GOVERNANCE COMMITTEE

David Lynn, Chair


Connie Matsui


Mary Herron


Christy Wilson

Rancho Santa Fe Foundation

Advisory Board

William E. Beamer, Esq.


Molly Cartmill

Sempra Energy

Peter Ellsworth

The Legler Benbough Foundation

Gregory Hall


Valerie Jacobs

Jacobs Family Foundation

Marjory Kaplan

Jewish Community Foundation

Allison Kelly

Qualcomm Incorporated

Janine Mason

Fieldstone Foundation

Tim McCarthy

McCarthy Family Foundation

Judy McDonald


Kathy Patoff

Union Bank

Robert K. Ross, M.D.


Alan Sorkin


Chris Weil

The Patricia and Christopher Weil Family Foundation

Committees

AUDIT COMMITTEE

Joanne Pastula, Chair

Thomas C. Ackerman Foundation

Peter Callstrom

San Diego Workforce Partnership

Sharyn Goodson

Jewish Community Foundation

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(top row, left to Right) melissa leon, administrative Coordinator, and Beeta Jahedi, senior Director of learning and Programs

(Bottom row, left to Right) Justin schaberg, Director of membership and Operations; michelle slingerland, Director of Communications; nancy Jamison, President and CeO; and megan thomas, senior Director of Collaborative Philanthropy

(not pictured: karen Freeman, Finance and Operations Consultant, and southern California Grantmakers Vice President, Operations and Government Relations)

the CeOs of the three California regional associations of grantmakers, nancy Jamison, ellen laPointe (center), and Christine essel, participated in a special White House briefing in september aimed at developing philanthropy’s long-term engagement in policies addressing immigration and refugees.

MEMBERShIP COMMITTEE

Linda Spuck, Chair

Union Bank

Trevor Blair

Manpower

Elenore Garton, Ph.D.

Marie C. and Joseph C. Wilson Foundation

Sandra Timmons

The Timmstrom Family Fund

Mary Walter-Brown

Ford Motor Company Fund

Debbie Williams

J.W. Sefton Foundation

Kathy Patoff

Union Bank

PROGRAM COMMITTEE

Valerie Jacobs, Chair

Jacobs Family Foundation

Renata Hron-Gomez

The Hitachi Foundation

Tracy Johnson

The San Diego Women’s Foundation

Marisa Quiroz

The International Community Foundation

Myeisha Peguero Gamino

JPMorgan Chase & Co.

Allison Kelly

Qualcomm, Inc.

Marianne Campbell

Encore Captial

Jess Yuen

Jacobs Center for Neighborhood Innovation

Darren Schwartz


11

Staff

5060 Shoreham Place, Suite 350, San Diego, CA 92122 • 858.875.3333 • www.sdgrantmakers.org

SDG is still the best resource for my work.

Debbie Anderson, Programs Director,

Rancho Santa Fe Foundation“

Documents

2015 AR FINAL_web